As a Partner with the Hoopis Group, Paul’s leadership role includes mentoring other financial professionals in the firm and sharing with them the skills and understanding he has acquired during his financial services career.
Paul has contributed to his own financial planning since he was in college, and decided to fully pursue a career in financial planning in 2011. His first year was filled with many accomplishments including MDRT level of production and later achieving Bronze, Silver, Gold, and Platinum awards. In addition, Paul received the Quality Award from NAIFA. In 2016, Paul’s production and drive landed him in the top 2% of Massachusetts Mutual Life Insurance Company's financial representatives and as the number one advisor in his tier group. Looking back on his first few years in the business Paul is “proud of the changes he is making in peoples’ lives.” He really enjoys understanding what his clients’ needs are by asking the tough questions that most people aren’t comfortable asking.
Paul is originally from the Mayfair Park neighborhood of Chicago and now resides in Streeterville. He is a graduate of Bradley University.
Paul’s core values are: integrity, loyalty, and being authentic. He is looking to speak with individuals who want to take care of themselves and their families; people who want to help themselves grow and protect their wealth. An ideal client would be someone that shares similar goals and values as him. He has a very experienced support staff to help service his clients in all aspects of financial planning.
Not only does Paul run a successful financial planning practice, he is a true believer of giving back. He is actively involved in Make a Wish Foundation, specifically the Eileen Keller Memorial Golf Tournament where they have raised over $100k for the organization. He is also a corporate sponsor and executive board member of Notre Dame College Prep – an all male Catholic school in Chicago.
In his spare time, Paul enjoys spending time with his wife Keriann, family and running. He has successfully completed two Chicago marathons! He is very excited to grow something together here at the Hoopis Group and wants to help create a culture that has its own unique style.
Area(s) of Focus
- Insurance Strategies
- Investment Strategies